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Results tagged with formula
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user 2995
A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields (from Salesforce doc). Formulas can be used in many areas of Salesforce other than just Formula Fields, such as Validation Rules and criteria for Workflow Rules and Approval Processes.
6
votes
Error: Syntax error. Missing ')' -
Migrating this formula between orgs would be at best an annoyance. My second recommendation is that you make use of CASE statements to dramatically simplify the syntax. …
- 151k
2
votes
Accepted
Use OR in formula TEXT
Nesting If functions is one valid way to execute this logic, though the CASE function uses fewer formula characters:
CASE(
Account.RecordType.Name,
"ABC", Account.ABC__r.Name,
"XYZ", Account.XYZ …
- 151k
2
votes
Conditional Formula leveraging checkbox (Error: Error: Incorrect parameter type for function...
It's easier to catch these issues if you indent everything.
IF(
OR(
ISPICKVAL(Picklist1, "Customer"), <-- Condition (Boolean)
ISPICKVAL(Picklist2, "Customer"), <-- Condition (Bool …
- 151k
3
votes
Determine if WhoId is for lead in formula field
If your field is Is_Lead__c:
Who.Type = "Lead"
If your field is Who_Type__c:
Who.Type
Note that in queries, you could even just pull Who.Type directly, with no need for a formula. … Since you haven't made your end goal clear in the question, I included the latter formula as well. …
- 151k
4
votes
What is the MOD value when OR is given?
That formula yields true when Count__c is 0 or any odd number. …
- 151k
1
vote
Able to display only certain names
If you want a formula that specifies if the running user is in a privileged group, consider Custom Permissions. See: $Permission Global Variable. … Your formula would simply look like:
$Permission.MyCustomPermission
Navigate to Setup > Develop > Custom Permisions.
Click the New button.
Specify a Label.
Name will auto-populate. …
- 151k
1
vote
I Cannot Get an If Statement to Work
BLANKVALUE:
BLANKVALUE(Secondary_Contact__r.npe01__HomeEmail__c,
BLANKVALUE(
Secondary_Contact__r.npe01__WorkEmail__c,
Secondary_Contact__r.npe01__AlternateEmail__c
)
)
What this formula …
- 151k
0
votes
Problem on Formula field
If you want it to be blank when both fields are blank, you need to add that as an IF condition:
IF(
AND(ISNULL(Date1__c), ISNULL(Date2__c)),
null,
/*current formula as else condition here* …
- 151k
2
votes
Count how many times Contact is Populated in a Lookup?
This is a perfect use case for Declarative Lookup Rollup Summaries. It is a free open source library which allows you to create rollup summaries for lookup relationships in a point-and-click manner.
…
- 151k
0
votes
Accepted
Currency or Number in Process Builder formula
Change the operator and your formula should become valid.
The correct formula should be:
"Annual Spend: " & TEXT([Opportunity].Annual_Spend__c) …
- 151k
0
votes
Accepted
Concatenate Picklists In Formula
You have missing commas where you need them, and extras where they don't belong. You have also confused yourself by mixing || and AND; their syntax is different. I recommend you stick to AND and OR fo …
- 151k
2
votes
Accepted
Process Builder - Formula Execution
You need to prefix the fields like [My_Object__c].Field_Path__c, so your formula should instead look like:
(CASE([My_Object__c].Mission_Aligned__c,
"No elements aligned",0,
... … Or just use the formula editor to insert the field and you will see the proper syntax for yourself. …
- 151k
3
votes
Accepted
ISNUMBER() Formula function not behaving as expected
You need to check ISNUMBER first in your OR conditions. That way, it doesn't try to do the number comparisons in the case where it is NaN. If you put them first, it will evaluate them when it should n …
- 151k
2
votes
Incorrect number of parameters for function IF() what are the three required parameters?
In fact, if you do not need the field to be writeable, you can even use just a formula. … All you need for your criteria/formula is this part:
UnitPrice < Discount_Floor__c
Because IF(Checkbox__c, TRUE, FALSE) evaluates the same as Checkbox__c. …
- 151k
1
vote
Formula with two different objects
If you are open to managed packages you can use Declarative Lookup Rollup Summaries to determine how many such children there are, then in your formula check if that number equals 0. …
- 151k